Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
Introduction to the PL-300 Certification Pathway
- Breakdown of examination objectives and structural components
- Identification of assessed skills and key competency areas
- Curated resources and effective study methodologies
Data Preparation Strategies for Financial Reporting
- Extracting and refining raw data through Power Query
- Synthesizing data from multiple financial sources
- Managing time-sensitive and transactional data streams
Advanced Financial Data Modeling
- Architecting data models specifically for deep financial analysis
- Establishing robust relationships and hierarchies (such as accounts, cost centers, and departments)
- Creating precise measures for tracking revenue, costs, and profitability
Developing Financial KPIs and Complex Calculations
- Mastery of critical financial metrics: ROI, variance, margins, and growth rates
- Utilizing DAX for sophisticated year-to-date and rolling period calculations
- Crafting bespoke KPIs to enhance business performance evaluation
Visualizing Strategic Financial Insights
- Assembling executive-level dashboards and performance scorecards
- Leveraging conditional formatting and key influencer visuals for clarity
- Designing visuals to effectively communicate variance, trends, and cash flow dynamics
Exam Readiness and Simulated Practice
- Analyzing common PL-300 question types and complex scenarios
- Engaging in case-based exercises derived from actual examination topics
- Comprehensive final review of best practices and effective test-taking tactics
Capstone Project: Financial Dashboard Simulation
- Constructing a comprehensive financial analysis report for a hypothetical company
- Integrating advanced data modeling, dynamic measures, and visual design
- Participating in peer reviews and receiving constructive feedback
Course Wrap-Up and Career Progression
Requirements
- A solid grasp of Power BI data modeling and visualization principles
- Professional experience handling financial data or generating financial reports
- Fundamental knowledge of DAX and Excel formulas
Intended Audience
- Financial analysts actively preparing for the Microsoft PL-300 certification
- Business intelligence specialists with a focus on financial reporting
- Accountants and finance leaders leveraging Power BI to drive data-informed decision-making
7 Hours
Testimonials (2)
How to use relationships in Power BIand the differences between columns and measurements
LEUNG Chun Hei - HAESL
Course - Advanced Power BI: Data Modeling, DAX, and Enhanced Analytics
engagement with the attendees